Account Manager, VIP

Axis Insurance Managers Inc • Vancouver, BC

3d • CA$60,000 - CA$70,000 • Hybrid

About The Position

The Axis Insurance Group dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself.

We’re looking for people who are continuously growing – from Good to Great, from Great to Elite.

We’re looking for YOU.

Requirements

• Minimum 3-5 years Commercial insurance experience, consistently meeting internal core competencies
• General Insurance Agent Level 2 license in the individual’s province of residence, with the ability to obtain a British Columbia license. Level 1 is sufficient for RIBO.

Nice To Haves

• CAIB, CIP, CRM, or other insurance designations considered an asset
• Post-Secondary Degree considered an asset
• Experience using Epic broker management system an asset
• Experience in Applied Epic broker management system

Responsibilities

• Collaborating and regularly meeting with Account Executive(s) and the team to stay abreast of client account status
• Proactively obtain underwriting information from potential and renewal clients
• Creating and sending submissions to underwriters (where re-marketing is required)
• Liaising with clients on the status of their request for coverage or renewal
• Presenting quotes and/or renewals to clients, obtaining orders and binding coverage with underwriters
• Maintaining service-oriented relationship with clients and underwriters
• Providing friendly, professional service to customers and Account Executives
• Cross Selling and Upselling on existing clients
• Attending client meetings, as required
• Issuing invoices, endorsements, cover notes, financing contracts, etc.
• Managing daily administration of accounts, including correspondence; review of policy wordings, contracts, & lease agreements; and issuance of new/renewal documentation
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status when applicable
• Marketing (when applicable), providing marketing and policy rating services
• Liaising with Account Executives to discuss client needs and make recommendations regarding terms and conditions obtained

Benefits

• Competitive Employee Benefits Plan
• Customized medical, dental, long-term disability, AD&D, critical illness, life insurance, and EAP coverage for you & your family
• Competitive vacation time
• Flex work options

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree